Senior Director, Loan Syndications

Loan Syndications Team Overview

The Loan Syndications team within Canadian Commercial Banking is part of BMO Financial Group and covers both public and large private corporate clients across various industries. The team is responsible for structuring, advising, marketing, and coordinating large syndicates and supporting deal teams in cross-selling efforts for other businesses. It is an integral part of our go-to-market strategy and serves as a key advisor to some of the bank’s most significant clients.

Job Overview

The Senior Director plays a critical role in leading the growth and advisory objectives of the business. This role requires superior relationship management abilities, advanced financial analysis, and strong credit analysis. Senior Directors lead client discussions, structuring, and syndicate oversight, while also supporting new business efforts and delivering a superior client experience. Work is performed in close partnership with relationship teams and unit leaders.

• Serves as a key advisor to cross-functional teams for large, complex credit transactions, providing intelligence and guidance on structure, pricing, and market dynamics.
• Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintain strong client relationships.
• Leads the structuring of high-value, complex deals and credit approvals, ensuring alignment with client needs.
• Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives.
• Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.
• Manages high-value client portfolios, driving cross-selling, retention, and profitability.
• Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales.
• Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
• Represents the bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
• Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.
• Delivers reports to the bank’s leadership on team performance, client satisfaction, market trends, and key strategic initiatives, informing corporate strategy.
• Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.
• Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
• Structures deals, negotiates high-value transactions, and identifies opportunities for cross-selling.
• Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
• Works closely with internal teams and stakeholders to define products, solutions, and strategies that best fit client needs.
• Identifies share-of-wallet opportunities.
• Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns proactively.
• Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
• Operates at a group/enterprise level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to complex, non-routine problems.
• Implements changes in response to shifting trends.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework, in line with our Risk Culture and approved Risk Appetite, making sound and risk-informed decisions that align with business strategy, protect assets, and adhere to applicable policies, laws, and regulations.

Qualifications

• 10+ years of relevant experience in relationship, account, or portfolio management in a corporate or similar segmented banking environment with sales metrics preferred.
• Bachelor’s degree required; Business Administration, Finance and Accounting preferred. Other related disciplines or commensurate work experience considered.
• If a Credit Qualifiable role, credit qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
• Seasoned professional with a combination of education, experience, and industry knowledge.

Advanced level of proficiency

• Project Management
• Change Management

Expert level of proficiency

• Product Knowledge
• Regulatory Compliance
• Structuring Deals
• Portfolio Management
• Credit Risk Assessment
• Customer Service
• Stakeholder Management
• Negotiation
• Customer Relationship Building

Salary

$86,000.00 - $160,000.00

Pay Type

Salaried

Benefits Overview

The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on the number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, and other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About Us

At BMO, we are driven by a shared purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities, and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each another’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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